Position in APPS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$107,092
-$103,323 QoQ
Shares Held
37,185
-11.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in APPS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $322,778,063 across 144 Software - Application names. APPS ranks #80 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
162,715 | $20,257,654 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in APPS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,092 | 37,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $210,415 | 42,083 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $220,627 | 34,473 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $196,582 | 33,319 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $115,790 | 42,570 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $11,380 | 6,734 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,098 | 4,918 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,261 | 4,977 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2 | 877 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,808 | 701 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,603 | 1,422 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,421 | 692 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3 | 279 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $27,249 | 1,788 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $24,367 | 1,691 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,197 | 183 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,994 | 114 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,890 | 31 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $32,920 | 433 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $34,795 | 433 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $24,490 | 433 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $14,176 | 433 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,442 | 433 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,866 | 433 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||